If you’ve compiled a progress note but did not enter a service code into the work areas, you have the ability to modify the finished note to include the missing code.
From the patient’s Chart Face, locate the note in question and click to enter the Work Areas.
Note: A green or blue Work Areas button indicates you have access into the work areas of the note. If the button is red, the note is assigned to another user and you do not have supervisory access into the note.
Locate the Service Code entry within the work areas, then click on the ENTER button to enter a service code.
Once the service code has been entered, save/compile the note.
The Billing/Productivity Report offers tools to modify some elements of the note, particularly those pertaining to billing, including the service code. To add a service code to a compiled note from the Billing/Productivity Report, follow these steps.
From the Reports menu, go to the Billing/Productivity Report
On the Report Search Form, enter your search criteria, including the date(s) of service, patient filter, and if necessary, use the Note Search Options button to select specific note types, such as Progress Notes and Complete Evaluations, while excluding all other note types. Then, click to run the report as Billing Report (expanded).
From the report, click Edit Work Areas to access edit mode
In the BP – Work Areas window, locate the Service Code work area, outlined in green below, then click the pencil icon to select an appropriate code. When finished, click Continue to return to the report.
The service code, as well as any other changes made to the work areas, will update in the patient’s record.
Within the Billing report, certain information will populate from Patient Accounts, including any relevant patient and/or insurance payment information, and if the balance is outstanding.
Once the service code has been updated you can check the CQM profile from the Finished Note. If you’re accessing from the Billing/Productivity Report, click to Preview Finished Note
In the About This Note section located on the right-side of the Finished Note screen, click to view the CQM Profile.